Free Trial

Virtus Terranova U.S. Quality Momentum ETF (JOET) Institutional Ownership

$41.75 +0.64 (+1.56%)
As of 03:52 PM Eastern

Institutional Ownership Changes (13F Filings) for Virtus Terranova U.S. Quality Momentum ETF (NASDAQ:JOET)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$32.53M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.86M
Get JOET Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Terranova U.S. Quality Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JOET Institutional Buying and Selling by Quarter

Virtus Terranova U.S. Quality Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 MML Investors Services LLC35,447$1.45M0.0%N/A0.695%
8/15/2025 Bank of America Corp DE187,905$7.69M0.0%-9.8%3.684%
8/14/2025 Jane Street Group LLC8,855$362K0.0%N/A0.174%
8/14/2025 Raymond James Financial Inc.118,537$4.85M0.0%+2.1%2.324%
8/14/2025 Main Street Financial Solutions LLC90,884$3.72M0.3%+1.0%1.782%
8/14/2025 NewEdge Advisors LLC154,812$6.33M0.0%+25.4%3.036%
7/30/2025 Bleakley Financial Group LLC22,510$921K0.0%N/A0.446%
7/29/2025 Empirical Asset Management LLC63,496$2.60M0.8%+1.1%1.257%
7/28/2025 Ritholtz Wealth Management12,250$501K0.0%+36.1%0.243%
7/25/2025 Total Clarity Wealth Management Inc.45,430$1.86M0.5%-29.5%0.900%
7/21/2025 Grassi Investment Management11,855$485K0.0%-21.0%0.235%
7/18/2025 Institute for Wealth Management LLC.39,272$1.61M0.2%-2.7%0.785%
7/15/2025 Palumbo Wealth Management LLC35,231$1.44M0.4%-3.0%0.726%
7/15/2025 DKM Wealth Management Inc.14,892$609K0.5%-5.4%0.307%
7/11/2025 Wealth Management Partners LLC27,965$1.15M0.4%N/A0.577%
7/9/2025 Triumph Capital Management7,062$289K0.1%N/A0.146%
5/29/2025 Apeiron RIA LLC47,637$1.74M0.5%+40.6%0.982%
5/16/2025 NewEdge Advisors LLC123,478$4.52M0.0%+119.2%2.627%
5/15/2025 Royal Bank of Canada31,912$1.17M0.0%+123.8%0.679%
5/14/2025 Comerica Bank6,446$236K0.0%+87.4%0.137%
5/13/2025 Raymond James Financial Inc.116,051$4.24M0.0%+264.7%2.469%
5/7/2025 LPL Financial LLC135,436$4.95M0.0%-1.7%2.913%
5/6/2025 Cetera Investment Advisers6,603$241K0.0%+6.1%0.142%
4/22/2025 Palumbo Wealth Management LLC36,306$1.33M0.4%-6.5%0.825%
4/22/2025 Cambridge Investment Research Advisors Inc.11,295$413K0.0%+85.0%0.257%
4/17/2025 Ritholtz Wealth Management9,000$329K0.0%+23.8%0.205%
4/11/2025 DKM Wealth Management Inc.15,742$576K0.6%+9.9%0.350%
4/11/2025 Armstrong Fleming & Moore Inc12,856$470K0.6%N/A0.286%
2/17/2025 Cetera Investment Advisers6,222$235K0.0%N/A0.146%
2/17/2025 Bank of America Corp DE83,492$3.15M0.0%+779.0%1.965%
2/13/2025 NewEdge Advisors LLC56,320$2.13M0.0%-1.4%1.325%
2/13/2025 Main Street Financial Solutions LLC64,466$2.44M0.2%+32.6%1.517%
2/13/2025 Raymond James Financial Inc.31,825$1.20M0.0%N/A0.749%
2/13/2025 Wells Fargo & Company MN264,013$9.97M0.0%+33.8%6.212%
2/12/2025 DKM Wealth Management Inc.14,319$541K0.5%N/A0.337%
2/12/2025Orion Portfolio Solutions LLC17,992$680K0.0%+16.9%0.423%
2/11/2025 LPL Financial LLC137,723$5.20M0.0%+19.1%3.241%
2/6/2025 Raymond James Financial Inc.31,825$1.20M0.0%N/A0.767%
1/31/2025 Atria Wealth Solutions Inc.5,336$202K0.0%N/A0.129%
1/30/2025 Palumbo Wealth Management LLC38,844$1.47M0.5%-1.1%0.914%
Top Picks for Trump’s Pro-Crypto America (Ad)

27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your spot for FREE.tc pixel

Click here to reserve your free seat at the Crypto Community Summit
1/24/2025 Total Clarity Wealth Management Inc.64,408$2.43M0.8%-39.2%1.515%
1/23/2025 Institute for Wealth Management LLC.40,372$1.53M0.2%-0.7%0.950%
1/17/2025 Apeiron RIA LLC33,875$1.28M0.4%N/A0.858%
1/15/2025 Empirical Asset Management LLC61,481$2.32M0.1%-4.9%1.556%
11/15/2024Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024 Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
11/5/2024 Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024 Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024 Palumbo Wealth Management LLC39,277$1.45M0.6%-1.0%1.190%
10/23/2024 Grassi Investment Management15,050$554K0.0%-2.6%0.449%
10/11/2024 Empirical Asset Management LLC64,636$2.38M0.3%+179.3%1.959%
8/16/2024 NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024 Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024 Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
8/1/2024 Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024 Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024 Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
4/11/2024 DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024 Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024 Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024 Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024 Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024 Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023 Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023 Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
10/25/2023 Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023 Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023 DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023 Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023 LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023 Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023 Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023 Institute for Wealth Management LLC.42,395$1.22M0.2%-1.2%1.211%
7/25/2023Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023Cutler Group LLC CA1,000$28K0.0%N/A0.028%
7/13/2023Zimmermann Investment Management & Planning LLC345,267$9.93M4.6%+18.4%9.726%
7/11/2023 Grassi Investment Management15,187$437K0.0%-7.9%0.428%
5/17/2023 Financial Enhancement Group LLC149,141$4.00M0.8%-10.8%3.824%
5/11/2023 Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
5/4/2023 Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023 Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
4/27/2023 DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023Zimmermann Investment Management & Planning LLC291,660$8.02M4.2%+119.1%7.384%
4/24/2023Ahrens Investment Partners LLC188,978$5.20M2.6%-24.6%4.784%
4/20/2023 Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023Raymond James & Associates33,192$913K0.0%N/A0.830%
4/11/2023 Grassi Investment Management16,487$454K0.1%-5.3%0.412%
Top Picks for Trump’s Pro-Crypto America (Ad)

27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your spot for FREE.tc pixel

Click here to reserve your free seat at the Crypto Community Summit
3/15/2023 Milestone Investment Advisors LLC75,808$2.03M0.7%N/A1.895%
2/9/2023 Financial Enhancement Group LLC167,202$4.68M0.9%N/A4.180%
2/9/2023Ahrens Investment Partners LLC250,556$6.70M3.0%-1.7%6.264%
2/8/2023 Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023 LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023 Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
2/2/2023 Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022 Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
(Data available from 1/1/2016 forward)

JOET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOET shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.97M), Bank of America Corp DE ($7.69M), NewEdge Advisors LLC ($6.33M), Financial Enhancement Group LLC ($5.49M), LPL Financial LLC ($4.95M), Raymond James Financial Inc. ($4.85M), and Main Street Financial Solutions LLC ($3.72M).Learn more on Virtus Terranova U.S. Quality Momentum ETF's institutional investors.

Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF's stock?

Of the 27 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($150.36K), Financial Enhancement Group LLC ($149.14K), NewEdge Advisors LLC ($98.49K), Bank of America Corp DE ($73.99K), Mutual Advisors LLC ($66.86K), Wells Fargo & Company MN ($66.65K), and Main Street Financial Solutions LLC ($47.84K).

How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have bought a total of 861,744 shares in the last 24 months. This purchase volume represents approximately $32.53M in transactions.

Which of Virtus Terranova U.S. Quality Momentum ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Total Clarity Wealth Management Inc. ($60.53K), Bank of America Corp DE ($20.41K), Palumbo Wealth Management LLC ($4.44K), Grassi Investment Management ($3.55K), Empirical Asset Management LLC ($3.16K), LPL Financial LLC ($2.29K), and Institute for Wealth Management LLC. ($1.37K).

How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have sold a total of 98,593 shares in the last 24 months. This volume of shares sold represents approximately $3.86M in transactions.



This page (NASDAQ:JOET) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners